Program Goals allow staff members to track whether a client accomplished a goal within an enrollment based on either demographic, service, or time-based data. To use Program Goals, they must first be enabled for the program.
To work with Program Goals, go to the client record Programs tab and click the edit icon next to the applicable enrollment.
Navigate to the Goals tab within the enrollment. To add a goal to the enrollment, click Add Goal (figure 2).
A popup box will appear. Select the desired goal from those listed in the menu (figure 3).
|Note: if a program has Default Goals, those goals will be automatically assigned when you enroll a client into a program and will appear under the Goals tab.|
The accomplishment of a goal can be documented three different ways, depending on the Measure assigned to the goal in the Goal Template:
- Demographic Based: through a program status assessment
- Service Based: by providing a program service
- Time Based: after a period of time has passed
For more information on how goal measures are established, see Goal Templates. If you are unsure of the criteria configured for achieving a specific goal, check with your local system administrator.
Once a program goal has been accomplished, this will display with a green check box icon next to the goal in the Goals tab (figure 4).